Create payment methods

This overview shows all standard payment methods that can currently be used in the domain when recording a sales invoice.

However, your own payment methods can also be created for the payment of your sales invoices. These payment methods can be used for:

• sales invoices uploaded and processed by the back office
• sales invoices created in Yuki's Sales functionality
• sales invoices created by the Sales web service based on a provided XML message. 

After creating your own payment method, it can be selected directly when processing or creating a sales invoice or can be used in the <PaymentMethod> field of the XML message to be provided, based on which the Sales web service creates a sales invoice..

In addition, Yuki automatically creates the corresponding suspense account for the created payment method in the domain's chart of accounts.

Sales invoices that are recorded with an online payment method such as PayPal, AfterPay, Klarna, etc. do not end up in the outstanding debtors, but are immediately recorded on the corresponding suspense account PayPal, AfterPay, Klarna, etc.

Only a user with a 'Back office' role in the domain or the role 'Management', Financial administration' or 'External accountant' can view this overview and create payment methods.

From this screen, a user with the 'Back office' role in the domain or the role 'Management', 'Financial administration' or 'External accountant' can:

• view the created payment methods
• create a new payment method
• change the description of the payment method
• delete the payment method.

All configured settings such as the settings of the payment methods, among others, are grouped and categorised in one place in your domain. 

Open the settings of your domain by clicking on the Settings icon in the navigation bar and then, in the now-opened screen, click on Payment methods.

The following screen is opened in Standard view by default:

This screen shows all payment methods that are standard available in Yuki for processing or creating a sales invoice or that can be used in an XML message to be provided by the Sales web service.

Views

You can also indicate in this screen that the Custom view should be shown:

In this screen you will see all payment methods that you have created yourself.

Create payment method

To create a payment method in the domain, select the Custom view and then, in the now-opened screen, click on the Create payment method button.

The following screen is opened:

Enter the description of the new payment method.

Then click on the Save button to add the payment method to the domain.

Change description payment method

To change the description of a payment method, hover your mouse over the line of the relevant payment method, click on the button with the three dots and then select Edit from the drop-down menu.

The following screen is opened: 

Change the description of the payment method and then click on the Save button.

Delete payment method

To delete the payment method, hover your mouse over the line of the relevant payment method, click on the button with the three dots and then select Delete from the drop-down menu.

If no transactions have been recorded with the payment method, it will be deleted. The corresponding suspense account automatically created by Yuki is not deleted but can be reused.